Classified Packages
You can then create various packages and choose to attach a template to each along with prices.
You have some different options available to you for Classified Self Service Packages vs what you can offer to Internal system users, so those will be explained separately.
For use Internally
Click the + to create a new package, enter the ID, Description, and choose the product group to attach to this package so that when in order entry screen, this package displays only for this product group.
Use a sort code (numeric) to sort the dropdown in order entry to something other than alpha sort based on the name of the package.
Choose one or more templates from the drop-downs for Default Templates and Other Optional Templates to limit the template(s) that can be used for this package. During order entry if there is a default template, that template will automatically be selected. If other templates are also selected then the user can change the template to one of the other options. If no other templates are available, then the user will not be able to select anything other than the default. If no templates are selected here then the user won't be able to finish the ad, so you need to select something.
Enter valid from and to dates to limit when this package can be used.
You have the option to make each package a flat fee or dynamic pricing. If flat fee is chosen, enter the flat amount in the next field.
The “Prompt for Product Selection” if set to “Yes” the system will prompt the user in line item entry to choose one or more products. (The products in the grid below will be what is offered.)
The field “Minimum Product Selection Allowed” can be blank and this will force the entry user to choose one product. You can enter 1 or more to force the user to choose at least this number of products in the campaign.
Check the box “Prompt for Package Multiplier” to “Yes” and this will prompt the entry user to multiply the lines on the entry screen. This option offers the user the option for how many times the ad will run. For example, you might have a package that is specifically for a 2 week run. In the Number of days in the product section at the bottom might then be displayed for 14 issues (of a daily) or 2 issues (of a weekly)...and then the multiplier wouldn't be needed. But suppose for example, you wanted to leave it up to the customer how long they wanted to run the ad. Instead of creating a bunch of packages for different durations, you could select the package multiplier option and set the products to just be for a single issue. If the customer wants a 14-day run, the user enters 14. if they only want one day, then the user selects 1.
You can then choose the products from the drop-down menu, enter the number of days or number of issues to run the ad, the interval (days weeks or months), and you can also check the boxes for any dates to which to restrict the ad to running.
You can now save.
Creating a package as shown above, with dynamic pricing, the price of the ad will be picked up from the template selected.
If you instead create a flat fee package, the product grid will change, and you will enter the rate card / rate line combination here, along with the fee for each line. The fee entered here should match the flat fee price on the ratecard line chosen and it should total up to the Flat Fee amount for the package.
If you check the box for flat fee, then you will not have the option to remove lines in the campaign entry.
Classified Package - Copying
When creating a new Classified Package, there is an option to copy an existing package. This will save some setup time when creating similar packages.
Navigate to Setup -> Classified Order Setup -> Classified Package Setup
Click the + to create a new package
Select the Copy button
a Copy dialog box will open
Select the tree and package you are copying from, and then click Copy
Close the window
Enter a new ID for the new package
Modify other details as needed for the new package
Select Save at the bottom of the screen
Excluding Sub-categories
Prior to 2025.5, this was available for Self-Service only. Now you can also restrict packages by sub-category in the booking wizard.
To make use of this setting select applicable categories and move them to the right column if the package should only be available for that sub-category. If no restrictions are set, then the package will be available for all sub-categories under the Category Tree selected at the top of the Package setup screen.
In the above example, the selected package will be available for "Classic Cars" category, but not for others in the Automotive Tree.
For use in Classified Self Service Portal
There are several differences from above when you are creating the package for Self Service.
Package Setup Tab
Self Service portal does not allow for Product Selection options or the Package multiplier option
Self-Service package must have a template selected. If you wish to offer multiple styles in Self Service you can use the other optional templates or you can have separate packages.
If using a flat fee package, a couple of things to note below: - Flat fee Package flag is set - Rate card and rate line is selected below - Values entered here must in the lines must total to the "Flat Fee Amount" at the top. - If you aren't finding the rates you expect in the dropdown, check in your rate setup. The Ad Type on the rate must be set up as a Flat Fee type, with the listing flag set to yes, and the Send to plan flag set to yes if it is a print line and if you use Naviga Plan)
Online Options
Click on the "online Options" tab and fill in text to describe the package for the online user. Here is a sample of the text entered on this tab:
On the portal, the above package displays like this:
If no fine print is entered, the dark gray section at the bottom will not be displayed. Here is an example where all three packages offered do not have fine print:
If some do and some don't have fine print, there may be a blank space to keep the height of the offers consistent going across the page:
The first product that is entered on the package will be the product whose column measurement will be used for the preview for the customer when they are creating the ad. If it is a web-only package that does not have a column measurement, then the “Web-Only preview width” that is entered on the Online Options (described below) will be the width for the preview. The Web-Only Preview Width is in pixels.
Metadata Exclusions
The bottom section of Classified Package setup has a tab called Metadata Exclusions. For any items you wish to hide from the user for this package, check the column Exclude from Package.
Couple of important notes about Metadata Exclusions:
There is a field in Category Metadata setup where you can allow or hide in self-service. If you set it to hide in self-service at the category level - it will always be hidden, regardless of what you select on the package. So if you want to allow in some packages, you must set to allow on the category setup, and then exclude on whatever packages you wish to exclude it.
Since the packages are at the category TREE level and not the individual sub-category level, only the TREE metadata will be displayed here. You can not include/exclude sub-category level metadata from packages.
Here is a little video on how metadata exclusions works:
Category Restrictions
It has long been supported for different categories within a category tree to be able to have different metadata and different templates, but when it came to packages, the package was only at the tree level, so there wasn't enough filtering in Classified Self Service to display only the packages relevant to a specific sub-category. That limitation has now been remedied.
Navigate to Setup -> Classified Order Setup -> Classified Package Setup. There is a tab in the bottom section which allows for selecting one or more sub-categories to be valid for a certain package. If nothing is added to the Restricted column, then the package will be allowed for all categories in that category tree.
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